Computers and machinery · 20/36 against 22/36 checks · to 2026-09-16
CSCO vs DELL.
CiscoSells the networking gear that runs corporate networks, plus security and observability software.
Dell TechnologiesSells PCs, servers and storage to businesses, now including AI servers built on Nvidia GPUs.→Cisco (CSCO) and Dell (DELL) are within reach of each other at $424.8B and $360.5B, and on the filings Dell passes more, 22 checks of 36 against 20.
Which passes more checks?
widest gap first→The two are furthest apart on Trend, where Dell passes 5 more of the six.
→Dell turns over $151.2B to Cisco's $63.3B, 2.4 times as much. Cisco keeps 21.0% of revenue as profit against 7.5% at Dell.
Which keeps more of each sale?
→Cisco keeps more of each sale: gross margin of 64.5% against 19.8%, a gap of 45 points that flows into everything below it.
Which is growing faster, CSCO or DELL?
→Dell grew revenue faster over the last twelve months, +49.0% against +11.8% at Cisco - 37 points apart. Over three years the order is the same, Cisco at +3.6% and Dell at +3.5%.
Which balance sheet is stronger?
Which hands more back to owners?
→Both pay: Cisco yields the more at 1.6% against 0.4%. A yield rises when a price falls, so read it beside the payout checks in each report.
Which is cheaper?
→Cisco is the cheaper of the two on earnings, 32.4x against 33.9x. Against their own histories, Cisco is above its 16.0x median and Dell is above its 12.0x.
Where they differ most
the checks behind the gapTrend: Dell 5 ahead
- Price above the Kumo cloud $563.29 against a cloud top of $423.61
- Price above the Tenkan and the Kijun $563.29 against the Tenkan (9 sessions) at $527.53 and the Kijun (26) at $499.32
- Tenkan above the Kijun Tenkan $527.53 above the Kijun $499.32, 27 sessions since they crossed
- Price above the Kumo cloud $107.74, below the cloud bottom of $117.15
- Price above the Tenkan and the Kijun $107.74 against the Tenkan (9 sessions) at $109.79 and the Kijun (26) at $115.90
- Tenkan above the Kijun Tenkan $109.79 below the Kijun $115.90, 17 sessions since they crossed
Quality: Cisco 3 ahead
- Better gross margins than its sector 64.5% vs 43.5% (sector 70th pct, n=94)
- Runs leaner than its sector (operating margin) 24.3% vs 14.5% (sector 70th pct, n=117)
- Actually profitable TTM net income $13.3B
- Better gross margins than its sector 19.8% vs 43.5% (sector 70th pct, n=94)
- Runs leaner than its sector (operating margin) 9.4% vs 14.5% (sector 70th pct, n=117)
- Earns well on shareholders' money negative equity